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Experience

I specialize in leading financial due diligence engagements for private equity groups, their portfolio companies, and middle-market companies seeking to strategically expand their businesses. My expertise includes due diligence for the client’s proposed acquisition of a target company (buyside) or a client’s preparation for the sale process (sellside). My clients appreciate that I’ve developed a niche specialization in assisting clients throughout the acquisition process, including quality of earnings and transaction-related consulting services.

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I’ve always lived my life by the quote, “Luck favors the well-prepared.” Whether it’s my personal or professional life, I believe preparation is the foundation for a good day. 

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